Lutz Financial Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $649K | Hold |
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|
2025
Q2 | $612K | Hold |
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|
2025
Q1 | $592K | Hold |
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|
2024
Q4 | $580K | Buy |
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|
2024
Q3 | $318K | Hold |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $292K | Hold |
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|
2023
Q4 | $269K | Hold |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $239K | Buy |
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